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OpenSolicitation 2026-174

Consolidated Fiscal Report Preparation, Technical Assistance, and Training Services

Buyer
County of Albany
Place of performance
Offsite
Submission deadline
Dec 4, 2026

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What the buyer needs

AI summary

A government authority in Albany, New York, seeks a vendor to provide consolidated fiscal report services. The selected vendor will supply a consultant or team of consultants to complete the 2026 Consolidated Fiscal Report and provide technical assistance, support, and training to the agency fiscal team for annual preparation and follow-up. Only onshore organizations based in the United States are eligible to bid, and the work will be performed offsite. Interested vendors must submit all questions no later than November 30, 2026, and the authority is currently looking for proposals.

Scope of work

  • Complete the 2026 Consolidated Fiscal Report (CFR) in a format acceptable to NYS OMH, OASAS, and OPWDD regulators
  • Provide technical assistance and support to the ACDMH fiscal team for annual CFR preparation
  • Provide training to the ACDMH fiscal team for annual CFR preparation and CFR follow-up

How proposals are evaluated

CriterionWeight / scoring
Previous Experience70%
Qualifications15%
References10%
Price5%

Minimum qualifications

  • Demonstrated history of Consolidated Fiscal Report (CFR) completion in format acceptable to NYS OMH, OASAS and OPWDD regulators
  • Familiarity with Local Governmental Unit (LGU) fiscal operations and responsibilities
  • Demonstrated history of experience working with LGUs
  • Familiarity with NYS OMH, OASAS and OPWDD fiscal expectations for annual LGU reporting
  • Demonstrated history of working with NYS regulators
  • Onshore (USA Organization Only)

Documents to include with your response

  • Vendor Identification (name, address, telephone, fax, contact person, email)
  • Brief history and description of the firm
  • Firm's most recent annual report
  • Identification of professional staff, their experience, and office location
  • Name and title of person(s) authorized to bind the firm in a contract
  • Details of firm's experience with Consolidated Fiscal Report (CFR)
  • At least two (2) references from similar projects
  • Plan Implementation addressing the Scope of Services
  • Cost Proposal Form with fee structure, hourly rates, and reimbursable costs

How to submit

Method
Original form, fax, email, or electronic submission via BidNet Empire State Purchasing Group
Instructions
Submit to Albany County Purchasing Agent at 112 State Street, Room 820, Albany, NY 12207, by fax, email, or BidNet Empire State Purchasing Group.